- Citigroup (Palo Alto, CA)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (San Francisco, CA)
- …business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Citigroup (Los Angeles, CA)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...that cross generations to establish long-term connections to the Citi Private Bank . + Effectively… more
- Citigroup (Palo Alto, CA)
- … clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net ... Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ...in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and… more
- Citigroup (San Francisco, CA)
- …heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank , Commercial Bank , and Capital Markets. + Represents Citi at industry conferences and lead ... The Wealth Group Executive is accountable for management of...between internal CPWM FAs and partners such as retail bank , mortgage, Citigold RMs, Cards and segmentation placing between… more